June 16, 2025 Internal Office Meeting

In this meeting, we discussed the Facebook Dental Campaign and second-sale strategies, MBM access requirement for BCBSSC, June end-of-month sales push, key sales performance highlights, and upcoming AHIP certification launch. The meeting notes are under the video: NOTES: Muffin Monday - Courtesy of Elizabeth Medina! Thank you! Chris new video - Dr. Oz Birthday! Jennie out of office this week. Please see Caroline for PTO, commissions, etc. Facebook Dental Campaign - 5 new DVH appointments… point is FIND the second sale Do you have family in the home that need dental or medical coverage? What are you doing for Medical coverage? Is there a hospital indemnity, cancer or accident plan sale? June 30th - Last Day of Month -focus on sales not staff meeting Mikayla will be in office this Thursday June 19th around 12pm helping make sure everyone can get into MBM. Please try get passwords reset as needed before her visit. MBM is required for writing BCBSSC business and accessing broker cert training. Current Sales Numbers! 287 applications June to date. Folks well over halfway to the sales goals for the month: Hannah total apps at 33 Maxwell tied with Hannah for total Medicare at 25 Elizabeth at 23 total Medicare Lyricc at 100% cross-sale Steven at 79% cross-sale What are the scripts of these folks? What’s working? Wyoming Birthday Rule - now in effect (unpaid) Office snacks and shredding vendors changing to an Alliant-approved vendor with move New Business time frame - Agent updates must be made within three business days of the application. Exceptions can be made for a week’s PTO, but not 1 day of PTO Renewals - Calls are expected BEFORE you mark the sheet that you called. Call, then text, then email. No exceptions Renewals in Radius. Make sure notes accurately reflect what happened. For example, don’t put left vm if you just hung up. Please make sure that you don’t email or call someone who has already had a consultation or who can’t qualify. Handbook review of the week: Alliant Employee Handbook PAID TIME OFF - The Company offers Paid Time Off (PTO) benefits toall regular full and part-time employees that may be used for time away from work such as for personal or medical appointments, family matters, school activities, religious observances, personal obligations, matters of personal safety, mental health days, relaxation days, vacation, an employee’s illness or injury, to care for a family member, to care for a child whose school or caregiving facility is closed, or for any other reason an employee may decide to take time off under this policy. All employees (including those who are classified as exempt) are strictly prohibited from performing any work while on PTO. This includes checking email or voicemail AHIP June 2025 and complete 2026 AHIP Contracting & Certifications Checklist (P2) AHIP Is available 1 week from today, 6/23

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